Connect Warehouse Insight Desktop Client to Business Central Cloud

Connect Warehouse Insight Desktop Client to Business Central Cloud

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Warehouse Insight

Windows Client

Requirements:
  • Warehouse Insight extension has been installed.
  • The Warehouse Insight Setup Wizard has been completed.
  • The user logging in to the device has SUPER or IWORKS COMMON + WAREHOUSE INSIGHT permission sets.
  • The windows client has been installed.

Steps:

  1. Complete one of the following:
    1. Cloud:
      1. Search for “Installation Report”.
      2. Choose appropriate Device Configuration and your user.
      3. Input the password into it’s respective field.
      4. Select Print or Preview to retrieve your Configuration barcodes.
    2. Onprem:
      1. Search for  “Device Configuration Report”, and choose your Device Configuration and print/preview (generates a barcode with all three required fields: Configuration Code, Web Service, and Company).
    3. Onprem alternative:
      1. Navigate to Web Services and copy the SOAP URL for Codeunit – 23044500 – WMDM Data Broker.
      2. Navigate to Warehouse Insight Device Configurations.
      3. Open a Device Configuration card.
      4. Copy the CODE of the desired Location (not LOCATION CODE).
      5. Use you Business Central’s User and Password (possibly Windows credentials).
  2. Open the Windows Desktop Client.
  3. Complete one of the following:
    1. If you generated a barcode: Scan the barcode in the Main application screen and select Options > Reload Config.
    2. If you manually grabbed the configurations (Onprem alternative):
      1. Navigate to Options > Configuration.
      2. Enter the CODE copied previously into the Configuration Code field in the System tab.
      3. Enter the SOAP URL copied previously into the Web Service field.
      4. Enter the applicable Business Central company in the NAV Company field (NAME field from Settings > My Settings).
      5. Select Windows Authentication in the Logins tab for the login method (Username is the User Name copied previously and the password is the Web Service Access Key copied previously).
      6. Close and save settings when prompted.
  4. Log in, if needed:
    1. Scan Login barcode from the report or enter credentials.
    2. Select Login to connect the desktop client to Business Central.
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